KCM

Kennedy Capital Management Portfolio holdings

AUM $4.72B
1-Year Est. Return 23.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.55M
3
+$8.74M
4
XPO icon
XPO
XPO
+$8.24M
5
COOP
Mr. Cooper
COOP
+$7.67M

Top Sells

1
+$12.5M
2
+$12.2M
3
+$9.6M
4
PDCE
PDC Energy, Inc.
PDCE
+$9.53M
5
FFWM icon
First Foundation Inc
FFWM
+$8.78M

Sector Composition

1 Financials 22.18%
2 Industrials 16.33%
3 Technology 11.19%
4 Consumer Discretionary 10.26%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$253K 0.01%
2,499
-27
577
$250K 0.01%
23,042
-2,185
578
$245K 0.01%
+4,359
579
$245K 0.01%
+1,186
580
$237K 0.01%
3,806
-1,816
581
$232K 0.01%
5,976
+154
582
$230K 0.01%
1,243
+88
583
$229K 0.01%
3,351
-317
584
$213K 0.01%
11,128
-107
585
$211K 0.01%
39,891
-103,077
586
$210K 0.01%
149,893
+135,863
587
$192K 0.01%
6,923
-66
588
$192K 0.01%
+13,832
589
$137K ﹤0.01%
17,715
+442
590
$128K ﹤0.01%
18,534
+6,209
591
$72K ﹤0.01%
+10,040
592
$67K ﹤0.01%
549
-5
593
$67K ﹤0.01%
+14,816
594
$52K ﹤0.01%
+13,928
595
$49K ﹤0.01%
+29,423
596
$43K ﹤0.01%
+29,436
597
$37K ﹤0.01%
1,517
-434
598
– –
-59,935
599
– –
-16,740
600
– –
-648,927
22 23
24
25 26